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Vicor
8 atoms · 跨 2 天 · 首见 2026-04-22 · 最近 2026-05-13
三色: 🟦 fact 7 · 🟥 take 1 · stance ▲1/▼2/◆0
来源: X 8
时态: fresh:7 · aging:1
标签: 好信源:5 · 好数字:3 · 好思考:1
叙事 (narrative) (2)
- 2026-05-13 ⭐ · 每片Cerebras晶圆组件价值
the value of Vicor components per Cerebras wafer is almost as high as TSMC’s wafer value, which is around $20k
tags: 好数字·好信源 · → daily
value: qty=~$20k · date=2026-05-13
- 2026-04-22
[老化中] · capacity expansion could influence NVIDIA architecture choices
If Vicor expands Fab1 capacity toward $1.5B and brings Fab2 online, the case for NVIDIA to keep insisting on an architecture that avoids VPD gets weaker.
tags: 好思考 · → daily
事实 (fact) (6)
- 2026-05-13 · NVIDIA A100搭载
Vicorって、NVIDIA A100に搭載されていたけど、H100では採用されず MPSに
tags: 好数字 · → daily
value: date=A100世代
- 2026-04-22 · Q1 2026 earnings call highlights
Vicor’s Q1 2026 earnings call on April 21 can be reduced to three numbers: 3A/mm², 40x current multiplication, and 1.5mm.
tags: 好数字 · → daily
- 2026-04-22 · A100 design win
A100: Vicor VRM design win (SemiAnalysis, 2023)
tags: 好信源 · → daily
- 2026-04-22 · lost H100 share to MPWR
H100: share lost to Monolithic Power, or MPWR (first reported by SemiAnalysis, later cited by Reuters)
tags: 好信源 · → daily
- 2026-04-22 · not returned to B200/GB200 sockets
B200 / GB200: no return; GB200 PDB supply was reported as going to Renesas (Global Tech Research, 2024)
tags: 好信源 · → daily
- 2026-04-22 · current lead customer is likely Cerebras
Current lead customer: likely Cerebras
tags: 好信源 · → daily
时间轴 (近 20)
- 2026-05-13 ·
narrative · 每片Cerebras晶圆组件价值 · → daily
- 2026-05-13 ·
fact · NVIDIA A100搭载 · → daily
- 2026-04-22 ·
fact · Q1 2026 earnings call highlights · → daily
- 2026-04-22 ·
fact · A100 design win · → daily
- 2026-04-22 ·
fact · lost H100 share to MPWR · → daily
- 2026-04-22 ·
fact · not returned to B200/GB200 sockets · → daily
- 2026-04-22 ·
fact · current lead customer is likely Cerebras · → daily
- 2026-04-22 ·
narrative · capacity expansion could influence NVIDIA architecture choic · → daily
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